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JVMRX vs JVMSX
JVMRX vs JVMSX Comparison
Open Charts JVMRX vs JVMSX
JHancock Disciplined Value Mid Cap R6
Price$25.43
Change-$1.50 (-5.57%)
VolumeN/A
Net Assets21.35B
JHancock Disciplined Value Mid Cap R2
Price$25.27
Change-$1.49 (-5.57%)
VolumeN/A
Net Assets21.35B
JVMRX vs JVMSX Comparison Chart
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JVMRX vs. JVMSX commentary
Apr 04, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JVMRX is a Hold and JVMSX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX (21.4B) and JVMSX (21.4B) have equal amount of cash in the bank . JVMRX pays higher dividends than JVMSX: JVMRX (0.94) vs JVMSX (0.45). JVMRX was incepted earlier than JVMSX: JVMRX (14 years) vs JVMSX (13 years). JVMSX (1.26) is less costly to investors than JVMRX (0.76). JVMRX (47.00) and JVMSX (47.00) have comparable annual turnover. JVMSX has a lower initial minimum investment than JVMRX: JVMSX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -7.83 vs. JVMSX (-8.36). JVMRX (90.92) and JVMSX (87.70) have equivalent 5 years return.
| JVMRX | JVMSX | JVMRX / JVMSX | |
| Total Expense Ratio | 0.75 | 1.25 | 60% |
| Annual Report Gross Expense Ratio | 0.76 | 1.26 | 60% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | -0.037 | -0.186 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 21.4B | 100% |
| Annual Yield % from dividends | 0.94 | 0.45 | 210% |
| Returns for 1 year | -7.83 | -8.36 | 94% |
| Returns for 3 years | -0.32 | -1.41 | 23% |
| Returns for 5 years | 90.92 | 87.70 | 104% |
| Returns for 10 years | 34.80 | 30.55 | 114% |
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